Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia Columbia Contrarian Core Instl 3 in their Schedule of Assets, totaling $809K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GUARDIAN CREDIT UNION GUARDIAN CREDIT UNION 401(K) PLAN AND TRUST | OAK CREEK WI | 80 | $6.8M | $292K |
| 2 | TRIVIDIA HEALTH, INC. TRIVIDIA HEALTH, INC. EMPLOYEE FLEXIBLE COMPENSATION PLAN | FT. LAUDERDALE FL | 403 | $59.4M | $278K |
| 3 | DICK DEVOE BUICK-CADILLAC, INC. |
NAPLES FL |
| 163 |
| $11.3M |
| $218K |
| 4 | KASS SHULER, P.A. KASS SHULER, P.A. 401(K) PROFIT SHARING PLAN | TAMPA FL | 92 | $13.7M | $21K |
